ACE Med Supp/INA
BROKER SERVICES DEPARTMENT
Email: [email protected]
Email: [email protected]
Phone Number: 1-866 454-0809 Ext 114582
AGENT PORTAL
COMMISSIONS CONTACT
Phone Number: 800 601-3372
HOW TO UPDATE
- Login to the portal.
- Find the name in the top right corner.
- Choose modify profile and update the information that has changed.
- Choose save profile.
NEW AGENTS
- Include your direct deposit information in the initial onboarding paperwork. You do not need to do anything in the portal unless there is an update or change in your direct deposit.
- Send this form to the carrier. Send to [email protected] or [email protected]. If you do not hear back you can reach out and call.
Aetna MAPD & PDP
BROKER SERVICES DEPARTMENT
Email: [email protected]
Phone: 1-866-714-9301
AGENT PORTAL
Link To Portal: Aetna Login Portal
COMMISSIONS CONTACT
Email: [email protected]
HOW TO UPDATE
To update demographic information in the agent portal:
1. Login to Producer World
2. Click on “Profile & access” in the purple bar towards the top. Use the links under “Manage profile” for personal updates and “Manage firm” for agency updates.
3. Update the demographic information you wish you change.
NAME CHANGE
Submit the name change to [email protected] and include an updated W9 and updated license. Check the report once confirmed to verify that the name has been changed.
HOW TO UPDATE
To update or change your direct deposit, please follow the instructions below:
- Log in to Aetna Producer World
- Click on Compensation and reporting in the purple banner
- Select “Direct Deposit/EFT & tax forms” under Resources
- Select “Direct Deposit (EFT) Authorization Form”
- Complete the form as needed
- Click Submit
The direct deposit is processed in 2 pay cycles
Aetna Senior Supplemental
BROKERS DEPARTMENT
Broker Support Number: 866-272-6630
Fax: (855) [email protected]
Phone Number: 1-866-714-9301
Email: [email protected]
AGENT PORTAL
COMMISSIONS EMAIL
Email: [email protected]
HOW TO UPDATE
To make a demographic update:
- Login to the agent portal
- Once logged in, click Agent Management
- Click on Update Correspondence on the right-hand side
- Make the desired changes and click Update
If an agent is changing their name, they need to send a copy of their updated W-9 and license to [email protected].
HOW TO UPDATE
Agents can update their EFT information in the agent portal.
1. Login to the agent portal
2. Select Agent Management
3. Click on Update EFT on the right
4. Click on the Edit icon
5. Make the necessary changes and click Submit
AFLAC
BROKER SERVICES DEPARTMENT
Phone Number: 833-504-0336
Email: [email protected]
AGENT PORTAL
COMMISSIONS
Call broker services directly
HOW TO UPDATE
Agents can update their demographic information in the portal.
1. Log into your agent portal
2. Find “Agent Management”
3. Choose “View and Update Address” on the right
4. Choose the pen to edit
5. Edit and Submit
HOW TO UPDATE
- Log into the agent portal
- Click on Agent Management
- On the right-hand side, select Update EFT
- Select the edit icon
- Make the necessary changes and save
AIG/Corebridge/American General
BROKER SERVICES DEPARTMENT
Phone Number: 877-399-7747
Email: [email protected]
AGENT SUPPORT
Phone Number: (877) 867-3783
LIFE (COREBRIDGE)
(877) 686-7954 option 5
COMMISSIONS
Phone Number: (877) 686-7954
Email: [email protected]
AGENT PORTAL
HOW TO UPDATE
Email your demographic changes & NPN to [email protected]. Call to confirm at 800-247-8837.
HOW TO UPDATE
- Complete the attached form and submit it to the carrier.
- Submit via fax 1-877-484-3142 or email [email protected]. You may have to call to confirm the update.
Alignment Health Plan
BROKERS SERVICES DEPARTMENT
Phone: 888-793-5700
Email: [email protected]
AGENT ONBOARDING
AGENT PORTAL
COMMISSIONS
Contact Carrier directly
DIRECT CONTACT (IF NEEDED)
Osvaldo (Ozzy) Torres – [email protected]
HOW TO UPDATE
1. Login to Alignment Healthcare
2. Click on your name in the top right corner
3. Click Edit
4. Make desired changes and click Save
INFORMATION
Agents’ individual commissions are paid to Carolina Senior Marketing and then we pay out commissions to the agent. If you wish to update your direct deposit, please complete the Jot form linked below.
https://form.jotform.com/250483667504057
If you are direct pay and would like to opt into Direct Pay with Alignment Healthcare please follow the instructions below.
HOW TO OPT IN TO DIRECT PAY
1. Log in to the Alignment Health Broker Portal
-
- If you do not know your password choose “forgot password” and follow the directions to get login access
2. Navigate to the My Commissions tab in your Alignment Broker Portal dashboard.
-
- Choose “Enable Direct Pay” to connect to e123 sign up or if you do not see that as an option choose “Connect to E123”
3. Choose “Portal Overview” and here you will find steps for what is required to activate direct pay (also listed on the next page).
-
- To add a receiving bank account, click on Bank Account from the home page
After completing these steps, expect an email from [email protected] confirming your Opt-in Status or addressing any missing or incomplete information.
Ambetter
BROKER SERVICES DEPARTMENT
Phone Number: 1-855-700-7985
Email: [email protected]
AGENT PORTAL
Login: Portal
COMMISSIONS
Contact Carrier directly
HOW TO UPDATE
- Communicate the changes to Agent Pipeline by sending them the Change of Demographics form. Agent Pipeline will then make the update with Ambetter.
- You can also go to the carrier directly by emailing [email protected]. Be sure to include the agent’s name, writing number, and the updated information.
- To see demographic information, login here.
HOW TO UPDATE
Agent Pipeline pays out Anthem U65 commissions to the agent or respective agency. To update a direct deposit, complete the Agent Pipeline EFT link. You are able to upload the necessary forms within the link.
Ameritas
BROKER SERVICES DEPARTMENT
Phone Number: 800-300-9566
Phone Number: 888-336-7601
Email: [email protected]
AGENT PORTAL
COMMISSIONS
Email: [email protected]
HOW TO UPDATE
Demographic updates can be made in the agent portal.
1. Login to the Ameritas Agent Portal
2. Click on your name in the top right corner and select Profile
3. Next to Agent Information, select View
4. Select Edit and make the necessary changes
5. Make sure to save the changes you make
HOW TO UPDATE
Banking updates can be made in the agent portal.
- Login to the Ameritas Agent Portal
- Click on the Compensation tab
- Scroll down to Electronic Funds Transfer and click Update
- Make the necessary changes and click Continue
Anthem/Elevance U65
BROKER SERVICE DEPARTMENT
Phone Number: (877) 304-6470
Email: [email protected]
AGENT PORTAL
Login: Portal
COMMISSIONS
Contact carrier directly and specify U65
HOW TO UPDATE
1. Login to Producer Toolbox
2. Click on the profile icon in the top right hand corner, then select Account Details
3. Click on the Contact tab and make the desired changes
4. Make sure to save any changes you make
HOW TO UPDATE
Agent Pipeline pays out Anthem U65 commissions to the agent or respective agency. To update a direct deposit, you will need to complete the Agent Pipeline EFT link. You are able to upload the necessary forms within within this link.
BCBS of NC O65
BROKERS SERVICES DEPARTMENT
Email: [email protected]
Phone Number: 1-888-868-5598
AGENT PORTAL
COMMISSIONS EMAIL
HOW TO UPDATE
Email [email protected]. Be sure to include your name, P #, and the information you wish to update.
All commissions are paid to Carolina Senior Marketing who then pays out agents’ commissions around the 20th of each month.
HOW TO UPDATE
Please use the jot form here to update your information with CSM: https://form.jotform.com/250483667504057